Australian (ASX) Stock Market Forum

Reply to thread

Thanks Galumay. Whilst there are potential risks from an increase in competition in the DC market we see the market for DC's growing rapidly enough to support NXT and it's competitors without significantly damaging margins. We like that NXT has a head start on Equinix (and Airtrunk) in terms of building out it's footprint in Australia and believe a consolidation is a real possibility (Equinix being the obvious buyer).


Top